Survey: Leadership Survey 2014

Produced jointly by Governance and Charity Finance Magazine, this 4th biennial Trustee Leadership Survey, provides an insight into the make-up of trustee boards at the largest 100 UK charities.  Part 1 focuses on the profile of the chair, their board and key issues they face, while part 2 of the surey looks at gender balance on the trustee board.

Available for loan from the library.

Guidance: Conflicts of interest - a guide for charity trustees

This new guide, published May 2014, sets out what trustees need to do to identify and respond to any conflicts of interest which come up at their charity.

Charity Commission, 2014.  Conflicts of interest - a guide for trustees.  Charity Commission.

Available to download here

Report: Charity Income Spotlight

Updated quarterly, the Charity Income Spotlight is the most up to date snap shot of charity income. This report examines the latest trends in charity income with a particular focus on those organisations which have filed new accounts between January and March 2014.

Charity Financials, June 2014. Charity Income Spotlights. 

Please contact the library for a copy of this report.

Guidance: What are the major changes between SORP 2005 and the Charities SORP

Produced by the Charity Commission and the Office of the Scottish Charity Regulator, this help-sheet considers the significant differences between the Account and Reporting by Charities Statement of Recommended Practice (SORP 2005) and the Charities SORP Financial Reporting Standards (FRS 102).  Topics include: the contents of the trustees annual report, differences in accounting policies, differences in the format of accounts, and the definition and disclosure of transactions with related parties and empolyee benefits.

Charity Commission and the Office of the Scottish Charity Regulator, 2014.  Help Sheet 2: What are the major changes between SORP 2005 and the Charities SORP FRS 102. 

Available to download here

Article: SORP 2015: Recognising income

This article looks at the practical impact of changes to the SORP, with a particular focus on the important area of income regeneration.

Framjee, P. July 2014.  SORP 2015: recognising income.  Charity Finance Magazine.

To request a copy, click here, fill in form and return to library.

Report: Volunteering: vital to our future: how to make the most of volunteering in hospice and palliative care

Leading UK palliative care charities, Together for Short Lives and Help the Hospices have designed this resource to support organisations to develop their work with volunteers. It explores the role volunteers can play in enhancing and improving the care and support offered to children and adults with palliative care needs, as well as their families. It also provides a wealth of case studies, as well as practical tools and templates to help review existing services or to develop new ones.

Together for Short Lives and Help the Hospices, 2014. Volunteering: vital to our future: how to make the most of volunteering in hospice and palliative care.  Together for Short Lives.

Available to download here or contact the library for a loan

Article: Board diversity: diverse thinking

The magazine Charity Finance recently convened a group of senior sector figures to debate best practice on board and staff diversity.  This article reports on their discussions which included reflecting on their own charity board's diversity, why diversity is important, methods of recruitment and the elements of risk involved in achieving diversity.

Allson, I. July 2014. Board Diversity: diverse thinking. Charity Finance Magazine,

To request a copy, click here, fill in form and return to library.

Guidance: Developing a balanced score card for your hospice: good practice guide

This guide is one of a series of good practice guides produced by Help the Hospices Board Development Programme, set up to establish the best governance practices in hospices.  The guide looks at the key benefits of adopting a balanced score card approach, the 3 components to it, and the steps involved to create this.

Help the Hospices, 2013  Developing a balanced score card for your hospice: good practice guide. Help the Hospices.

Click here to access the guide on the Help the Hospices web site

Guidance: Strategic planning for your hospice: good practice guide

This guide is one of a series of good practice guides produced by Help the Hospices Board Development Programme, set up to establish the best governance practices in hospices.   The  guide looks at the board's role in strategic planning, the key benefits, the steps involved and the main strategy documents.

Help the Hospices, 2013  Strategic planning for your hospice: good practice guide.  Help the Hospices.

Click here to access the guide on the Help the Hospices web site

Report: Charity Income Spotlight

Updated quarterly, the Charity Income Spotlight is the most up to date snap shot of charity income. Using the latest data available the report makes year on year comparisons on charity income. Whether you are interested in charities’ overall income, or sub-streams such as voluntary or investment income, this series of reports provides a valuable guide to the latest performance.

Sarasin & Partners, January 2014. Charity Income Spotlight: quarterly report. Charity Financials.

To request a copy, contact the library.

Report: Charity Investment Spotlight

Charity Investment Spotlight is a new report, examining the investment performance of the top 5,000 UK charities over the last 5 years, with a particular focus on changes in the last year. 

To request a copy, contact the library.

Article: Financial sustainability - it's not just about the money

The article looks at the role of the Trustee in staying financially stable.  It addresses areas of effective planning and monitoring, good financial and risk management and building organisational skills and capacity.

Moynihan, A. March 2014.  Financial sustainability - it's not just about the money.  Governance Magazine.

To request a copy, click here, fill in form and return to library.

Article: Investment: a fertile hunting ground

This article discusses some options for charities seeking both yield and income from investment.

Smouha, J. April 2014.  Investment: a fertile hunting ground.  Finance Magazine. 


To request a copy, click here, fill in form and return to library.

Report: Charity Income Spotlight

Updated quarterly, the Charity Income Spotlight is the most up to date snap shot of charity income. Using the latest data available the report makes year on year comparisons on charity income. Whether you are interested in charities’ overall income, or sub-streams such as voluntary or investment income, this series of reports will provide a valuable guide to the latest performance.

Sarasin & Partners, October 2013.  Charity Income Spotlight: quarterly report.  Charity Financials.

Email the library for a copy.